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KPI Training and Workshops

Find the right KPI training workshop for you and your team...

LEADERSHIP WORKSHOPS

Turning Strategy into Effective KPIs

Data as your Secret Weapon

The power of OKRs and KPI Trees

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CERTIFIED KPI TRAINING

ROKS KPI YellowBelt

ROKS KPI GreenBelt

ROKS KPI BlackBelt

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REPORT & DASHBOARD DESIGN

Brilliant Report and Dashboard Design

Turning Data Into Knowledge: Control Charts for KPIs

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TECHNICAL KPI WORKSHOPS

KPI Tree Masterclass

Performance Index Design

Performance Measurement for Lean Six Sigma

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ENGAGEMENT WORKSHOPS

Engagement Workshops & Custom Workshops

Simple Effective Performance Measures

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CUSTOM WORKSHOPS

In-house training

Hybrid workshops

In-house training capability development

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or

What our delegate say about our workshops...

Sabrina Sebens - Jedox

"Fantastic workshop that was easy to follow despite challenging topics with lots of practical exercises built in. Thank you!"

Sabrina Sebens

Jedox AG
Paul Boekhoorn - JUGO

"Inspiring"

Paul Boekhoorn

JUGO
David Norton - HighCoordination

"This is the best new methodology I've seen in years. Can't wait to apply it."

David Norton

HighCoordination GmbH
Loes Reijinders - Trespa

"A really interesting masterclass that creates a lot of new ideas."

Loes Reijnders

Trespa
Bart Roelofs - Trespa

"This is a great workshop to see the green within the forest. ROKS is gonna help us with driving our performance initiatives!"

Bart Roelofs

Designation
Kevin Engelen - JUGO

"Bernie is an enthusiastic motivator who can guide you through the KPI forest."

Kevin Engelen

JUGO
Paul Bijleveld - delaware Netherlands

"This will really help improve the quality of consulting services that my team offers our clients."

Paul Bijleveld

delaware Netherlands
Hilde Lavrijsen - JUGO

"Very nice course, with practical examples so you can start it with your company right away."

Hilde Lavrijsen

JUGO
Eduard Berteler - Axians

"Great workshop to give insight in the road to a meaningful KPI set."

Eduard Berteler

Axians
KPI Tree Masterclass in Den Bosch

KPI training and workshops: Why us?

There are plenty of dry academic theory books on KPIs and measures, but few properly structured methods that help you start at the beginning and support you all the way through to effective performance measures that enable your organisation to deliver on its strategic goals.

Do these symptoms sound familiar?

  • Confusing reports and dashboards
  • Difficulty in knowing how your organisation is actually performing
  • Lone-hero attempts to improve measures, that are not adopted or used by the wider organisation
  • Poorly designed measures which make end-to-end measurements difficult or impossible
  • KPI, dashboard and report overload
  • Meetings based on opinion rather than solid data

Our courses are for anyone who...

  • Needs to translate their strategic objectives into a sensible number of practical and effective KPIs
  • Is looking for a structured, clear and straightforward-to-follow method for selecting and implementing performance measures
  • Is looking for practical “In this situation, here’s what you need to do next” advice, supported by step-by-step checklists
  • Wants to create a common ‘way we do KPIs’ across their organisation
  • Is looking for a ‘ready to use’ tool kit, including workshop guides, templates and reference manual
  • Doesn’t like ‘death by PowerPoint’ and benefits from hands-on examples

ROKS Foundation Logo - Orange
ROKs Enterprise Process Steps

The core of our workshops - the ROKS™ method....

The workshops are based around the ROKS® - Results Orientated KPI System - developed by Bernie from years of practical hands-on experience and featured in his top-selling book KPI Checklists. The ROKS® gives a structured, repeatable and easy-to-follow method for choosing a sensible number of really effective KPIs to support your organisational goals.

Of course you get much more from the course - carefully structured case studies, a custom high-quality workshop manual and workbook, discussion and the chance to be coached by Bernie, but you can read the book reviews below for yourself and feel comfortable that the approach is sensible and accessible.

The basics of the ROKS® method are in Bernie’s book, KPI Checklists, and here’s what readers thought of that...

“I loved this book. Very clear, simple and easy way to fully implement a KPI system. The book applied lean principles and didn’t leave out the need to assess, improve and manage the data that comprises the KPIs. Simply outstanding!”

By Marcus Jennings on November 28, 2015

“The author picked a brilliant format for this book using checklists. Not a single word of waste, just jam packed with exactly what you need to do, how and when you should do it in order to launch or a improve a system of continual improvement in your business. ... I especially appreciated the attention to detail regarding data gathering steps and the typical issues of getting data for your KPIs (and how to solve them). ..This book has spoiled me in that I will now expect other “how to” books to be as easy to follow and condensed as this one. Job well done.”

By James B. on November 20, 2014 

Bernie speaking at roadshow, Amsterdam

Leadership and Executive Workshops

Turning Strategy into Effective KPIs

Summary

Learn the simple, repeatable KPI Tree approach to turn strategic objectives into effective KPIs.

Type of course

Practical, for senior managers and executives who want to translate their strategy into a set of effective KPIs.

Who is it for?

Senior managers and executives.

Duration

Series of three two-hour workshops.

Course outline

  • The workshop Introduces KPI Trees, an advanced but simple-to-learn strategy mapping method developed by Made to Measure KPIs.
  • A rapid, practical, introduction to the KPI Tree approach and benefits
  • Multiple hands-on case studies and examples to develop the basic skills to build KPI Trees
  • Guided creation and revision of KPI Tree for your organisation
  • Introduction and use of the KPI Selection Matrix for your KPIs, for effective KPI shortlisting
  • An executive guide to common KPI implementation problems and their mitigation

Why use KPI Trees?

  • Sum up a complex situation with just a few indicators
  • Help build agreement
  • Explain your strategic approach to the wider organisation
  • Keep in step with changes in strategy
  • Understand how measures interact

Course capacity

12

or

KPI Tree on LCD screen

Data as your Secret Weapon

Summary

Most leadership teams know that performance measurement is a critical element in maximising organisational performance, but struggle on a daily basis with management information that is incomplete, not trusted or difficult to understand. This workshop explores how these issues can be quickly and effectively addressed, turning data into an unfair competitive advantage.

Type of course

Practical, for senior managers and executives who want to translate their strategy into a set of effective KPIs.

Who is it for?

Overview

Duration

Two hours

Course outline

  • Confusing reports? It’s not you, and here’s why...
  • How to regain trust in management information
  • Common KPI pitfalls and their organisational solutions
  • Big data, hype or saviour?
  • Drowning in data? How to cut back the jungle
  • Implementing a repeatable, teachable KPI method for consistently great reporting and dashboards across your whole organisation

Course capacity

24

or

KPI Tree Masterclass in Den Bosch

KPI Certification

The benefits of ROKS certified KPI training

For organisations...

Delivering KPI results requires a consistent, high quality approach to KPI selection, design and implementation. Certified ROKS practitioners give your organisation clear advantages...

  • Accelerated results by using common design standards, KPI language and methods
  • Confidence that your whole team is pulling in the same direction
  • Formal development and recognition of your team’s KPI design, selection and implementation skills

For consultants...

  • External recognition of your KPI expertise
  • Enhanced billing rates
  • A unique competitive advantage

In a world where almost every organisation struggles to design and maintain meaningful KPIs, ROKS KPI Certification can offer unique competitive advantage, recognition and rewards.

Practical KPIs Workshop, Oct 2016-3-2
YellowBelt Icon@4x

YellowBelt KPI Training and Certification

Summary

A one-day session applying the unique and powerful KPI design method, the ‘Results Orientated KPI System’ (ROKS) to KPI selection and design. The session covers all seven steps of the method (from Strategy to KPI Go-live). Each step is introduced, illustrated with real-world stories and anecdotes and supplemented with case studies and exercises.

Who is it for?

Anyone who wants a solid end-to-end understanding of the ROKS method. This session is ideal for managers who expect to be closely involved in a KPI implementation project but will not be directly facilitating the hands-on design and development process. No previous KPI knowledge or experience is necessary.

Duration

A full day.

Course outline

Each step of the Results-Orientated KPI System (ROKS) is given a high-level introduction, explained using real-world examples, then reinforced using simple case studies and exercises. The session is highly interactive, including many group-exercises and discussions.
Here’s a summary of the seven steps of the ROKS approach...

Step 1: Strategy

How to simplify and streamline existing strategy documents into a suitable form for effective KPI selection. Learn about the most common strategy pitfalls and how to avoid them. We also cover the ‘Big 6’, an effective tool for organisations that are struggling with their strategy definition.

Step 2: Engagement

Team engagement is the biggest single factor affecting KPI success. We review the three essential elements of engagement and the most common and effective tools for managing engagement.

Step 3: Longlisting (KPI Trees)

The heart of the ROKS method is the KPI Tree methodology. KPI Trees are powerful, easy to understand and visual. They are also a learned skill. This session introduces the 4C method, which makes KPI Tree creation a structured and repeatable process. Software tools and practical design tips are covered as well. Learn how KPI Tree workshops can build engagement, agreement and highlight hidden KPI risks. Feedback shows that people derive huge insight from the KPI trees they build.

Step 4: Shortlisting

The biggest practical issue organisations face with their KPIs is too many KPIs. The shortlisting step introduces a structured, repeatable and visual method for selecting only the most appropriate KPIs. This step also enables the organisation to identify high-value KPIs that are not yet practical but might be business-changing if implemented.

Step 5: Definition

A crucial step for success, but one that is often skipped over. In this section, some of the risks are highlighted using hair-raising true stories and we introduce the ROKS KPI Canvas tool.

Step 6: Prototyping

KPIs communicate through dashboards and reports. This step introduces the visual design principles developed by the likes of Edward Tufte and Stephen Few and shows how to apply them to your reporting documents. We also cover strategies for minimising the number of design revisions and changes to report designs.

Step 7: Go-live

Nothing we do counts unless we implement. This step covers effective implementation tools and methods, the most common practical problems and strategies for tackling those issues.

Course capacity

12

or

Lean Six Sigma KPI workshop - Lego simulation
GreenBelt Icon@4x

GreenBelt KPI Training and Certification

Summary

The foundation of ‘ROKS KPI Practitioner’ certification, this is a three-day in-depth KPI training workshop. We cover the seven steps of the ROKS method in detail, using case studies, games and real-world stories. There is a strong focus on developing and refining the core skills required for successful implementation. In addition to the core ROKS steps, we explore process measures, ‘Index KPIs’ (using the EPIK approach) and ‘Impossible to measure’ KPIs (using proxies and Fermi decompositions).

Who is it for?

Designed for those who will need to lead or deliver KPI design, improvement or implementation projects for their organisations or clients.
No previous KPI knowledge or experience is assumed, although the session targets those involved in performance measurement, reporting or process improvement as their primary activity.

Duration

Three days.

Course outline

Days 1 and 2

The first two days cover the same ROKS steps as the one-day YellowBelt session, but in much more depth, additional case studies, exercises and discussion.

Step 1: Strategy
How to simplify and streamline existing strategy documents into a suitable form for effective KPI selection. Learn about the most common strategy pitfalls and how to avoid them. We also cover the ‘Big 6’, an effective tool for organisations that are struggling with their strategy definition.

Step 2: Engagement

Team engagement is the biggest single factor affecting KPI success. We review the three essential elements of engagement and the most common and effective tools for managing engagement.

Step 3: Longlisting (KPI Trees)

The heart of the ROKS method is the KPI Tree methodology. KPI Trees are powerful, easy to understand and visual. They are also a learned skill. This session introduces the 4C method, which makes KPI Tree creation a structured and repeatable process. Software tools and practical design tips are covered as well. Learn how KPI Tree workshops can build engagement, agreement and highlight hidden KPI risks. Feedback shows that people derive huge insight from the KPI trees they build.

Step 4: Shortlisting

The biggest practical issue organisations face with their KPIs is too many KPIs. The shortlisting step introduces a structured, repeatable and visual method for selecting only the most appropriate KPIs. This step also enables the organisation to identify high-value KPIs that are not yet practical but might be business-changing if implemented.

Step 5: Definition

A crucial step for success, but one that is often skipped over. In this section, some of the risks are highlighted using hair-raising true stories and we introduce the ROKS KPI Canvas tool.

Step 6: Prototyping

KPIs communicate through dashboards and reports. This step introduces the visual design principles developed by the likes of Edward Tufte and Stephen Few and shows how to apply them to your reporting documents. We also cover strategies for minimising the number of design revisions and changes to report designs.

Step 7: Go-live

Nothing we do counts unless we implement. This step covers effective implementation tools and methods, the most common practical problems and strategies for tackling those issues.

Day 3

Process measures

Many KPIs are intended to measure processes. KPI Trees will help us identify the right measures, but we also need to understand how and where we should measure process performance. This module covers: how to set up and run a process KPI workshop, the right questions to ask and the best way to support process improvement work activity.

Index KPIs

A regular management request is to represent complex reporting situations as simply as possible. Index KPIs, can be a useful solution to this problem. ‘Index KPIs’ can be a fantastic solution, but they also come with severe hidden risks. This module introduces the seven-step EPIK methodology for building reliable Index KPIs. Each step is illustrated with a worked example and a case study exercise for the delegates. Practical strategies for identifying and minimising the risks inherent with Index KPIs are also covered.

Measuring the ‘Impossible’

Many of the most exciting potential KPIs may seem to be hard, or even impossible to measure. Using two effective strategies, almost anything becomes measurable. Learn the techniques that allowed a pension firm to predict when a customer was intending to leave, how much a Blue Whale eats and how a supermarket figured out if a family shops at more than one supermarket.

OKRs, KPIs and KPI Trees and how to combine them

KPI Trees focus entirely on measuring strategic outcomes. OKRs are a powerful management tool for structuring objectives and key results. OKRs require strategic objectives be aligned throughout the organisation, yet none of the available materials show thre reader how to do this. This module shows you how to combine both methods for a hugely powerful hybrid approach - develop meaningful KPIs and integrate that approach with clear, structured objectives, milestones and actions.

Course capacity

12

ROKS Certified Status

Maintenance of ‘official ROKS certified’ GreenBelt status requires a €75 per annum licence fee, which entitles the holder to be listed publicly as a current GreenBelt practitioner, access to the latest versions of ROKS delivery materials and support advice via email. Recertification is required every five years (fees covered by annual licence fee).

or

KPI Tree Introduction workshop 01
BlackBelt Icon@4x

BlackBelt KPI Training and Certification

Summary

Our most in-depth KPI training. It’s a comprehensive course for developing performance measurement experts. For many, this will be the launch point for a successful career as a KPI consultant or in-house subject-matter expert. This BlackBelt course is the foundation for ‘ROKS KPI Professional’ and ‘ROKS Certified Master BlackBelt’ certification.

Who is it for?

This workshop is for those who lead or deliver large and complex KPI design, improvement or implementation projects for their organisations or for clients.
No previous KPI knowledge or experience is assumed, although the session targets those involved in KPIs, reporting or process improvement as their primary activity.

Duration

Five full days

Days 1 and 2

The first two days cover the ROKS method in-depth. The session is highly interactive and based around five full case studies, real work examples and group activities. Each of the seven steps of the ROKS approach are covered...

ROKs Step 01

Step 1: Strategy

How to simplify and streamline existing strategy documents into a suitable form for effective KPI selection. Learn about the most common strategy pitfalls and how to avoid them. We also cover the ‘Big 6’, an effective tool for organisations that are struggling with their strategy definition.

ROKs Step 02

Step 2: Engagement

Team engagement is the biggest single factor affecting KPI success. We review the three essential elements of engagement and the most common and effective tools for managing engagement.

ROKs Step 03

Step 3: Longlisting (KPI Trees)

The heart of the ROKS method is the KPI Tree methodology. KPI Trees are powerful, easy to understand and visual. They are also a learned skill. This session introduces the 4C method, which makes KPI Tree creation a structured and repeatable process. Software tools and practical design tips are covered as well. Learn how KPI Tree workshops can build engagement, agreement and highlight hidden KPI risks. Feedback shows that people derive huge insight from the KPI trees they build.

ROKs Step 04

Step 4: Shortlisting

The biggest practical issue organisations face with their KPIs is too many KPIs. The shortlisting step introduces a structured, repeatable and visual method for selecting only the most appropriate KPIs. This step also enables the organisation to identify high-value KPIs that are not yet practical but might be business-changing if implemented.

ROKs Step 05

Step 5: Definition

A crucial step for success, but one that is often skipped over. In this section, some of the risks are highlighted using hair-raising true stories and we introduce the ROKS KPI Canvas tool.

ROKs Step 06

Step 6: Prototyping

KPIs communicate through dashboards and reports. This step introduces the visual design principles developed by the likes of Edward Tufte and Stephen Few and shows how to apply them to your reporting documents. We also cover strategies for minimising the number of design revisions and changes to report designs.

ROKs Step 07

Step 7: Go-live

Nothing we do counts unless we implement. This step covers effective implementation tools and methods, the most common practical problems and strategies for tackling those issues.

Day 3

Process measures

Many KPIs are intended to measure processes. KPI Trees will help us identify the right measures, but we also need to understand how and where we should measure process performance. This module covers: how to set up and run a process KPI workshop, the right questions to ask and the best way to support process improvement work activity.

Index KPIs

A regular management request is to represent complex reporting situations as simply as possible. Index KPIs, can be a useful solution to this problem. ‘Index KPIs’ can be a fantastic solution, but they also come with severe hidden risks. This module introduces the seven-step EPIK methodology for building reliable Index KPIs. Each step is illustrated with a worked example and a case study exercise for the delegates. Practical strategies for identifying and minimising the risks inherent with Index KPIs are also covered .

Measuring the ‘Impossible’

Many of the most exciting potential KPIs may seem to be hard, or even impossible to measure. Using two effective strategies, almost anything becomes measurable. Learn the techniques that allowed a pension firm to predict when a customer was intending to leave, how much a Blue Whale eats and how a supermarket figured out if a family shops at more than one supermarket.

OKRs, KPIs and KPI Trees and how to combine them

KPI Trees focus entirely on measuring strategic outcomes. OKRs are a powerful management tool for structuring objectives and key results. OKRs require strategic objectives be aligned throughout the organisation, yet none of the available materials show thre reader how to do this. This module shows you how to combine both methods for a hugely powerful hybrid approach - develop meaningful KPIs and integrate that approach with clear, structured objectives, milestones and actions.

Day 4

Trending and Control Charts

All processes vary naturally. This is called ‘process noise’. How do you know that a chart that increases is really showing improvement and isn’t just showing natural variation? In this module we carefully dissect one shocking example. Control charts, specifically XMR/IMR charts, offer a mathematically valid solution to this problem. We cover both the theory of XMR/IMR charts and hands-on physical simulation.

Day 5

Full end-to-end case study

KPI development is a practical field, not an academic one. The best way to master the ROKS process is to use it. In this module, we choose one of three carefully-designed case studies to walk through each step of the ROKS process in the best simulation, outside of applying it to a live business.

Course recap and discussion session

What is included

  • Thirty five hours of expert training and facilitation from the creator of the ROKS, Bernie Smith
  • A copy of the concise guide to ROKS – ‘KPI Checklists’
  • Bound, custom-designed notes and exercise book

Course capacity

8

Certification

Certification is not essential, but does bring benefits; public listing as a ‘ROKS qualified’ professional, access to the latest delivery materials and a direct channel to Bernie for advice.
The requirement for certification are...

  • Attendance of ROKS BlackBelt training
  • Up to three days of coaching, split into one/two hour coaching and mentoring sessions
  • Produce at least six complex KPI Trees
  • Deliver approved ROKS BlackBelt project and pass project review within twelve months
  • Pass online BlackBelt exam

Maintenance of ‘official ROKS certified’ status requires a €150 per annum licence fee, which entitles the holder to be listed publicly as a current BlackBelt practitioner, access to the latest versions of ROKS delivery materials and advice via email. Recertification is required every five years (fees covered by annual licence fee).

or

KPI Workshop, Bishopsgate, major UK Bank

Technical Workshops: Report Design

The ROKS approach provides the structure for KPI creation, but there are a number of specific technical challenges involved in implementing effective measures. These workshops are designed to provide stand-alone training to help with...

  • Developing a clear, effective house style for reports and dashboards
  • Using control charts to identify the real underlying trends in your data
  • Designing KPI Trees (Step 3 of the ROKS approach)
  • Creating Index KPIs to simply represent complex situations
  • Supporting Lean Six Sigma implementation programmes
  • Using the power of KPI Trees in OKR roll-outs
AirTanker 1.2 Final Version.graffle

Brilliant Report and Dashboard Design

Who is it for?

Line managers, SMEs and management information professionals who:

  • Produce or revise dashboards and reports
  • Find your current reports and dashboards confusing
  • Are frustrated by the length, complexity and structure of your existing reports
  • Have many different styles of dashboards and reports in use and want to simplify things
  • Need to create a consistent “house style” that can be replicated by different teams
  • Want to look like a star by creating reports and dashboards that your internal customers love

Course outline:

  • The psychological principles underpinning good information design
  • Examples of good and bad dashboard and report design, with interactive group exercises
  • Group-based review and critique of samples, or client-specific samples and action plan development

Duration

Four hours (six with review of existing reports by participants)

Course capacity

12

or

"financial charts in a Business Reportshallow depth of field, blue toned"

Turning Data Into Knowledge: Control Charts for KPIs

Summary

The most commonly used trending and curve fitting tools can give a completely misleading picture of actual performance. Using statistical techniques, learn how we can reliably separate real performance change from natural process variation. The XmR/ImR approach enables us to provide sound management advice based on statistical confidence, not gut feel or flawed trending tools. This course takes a potentially dry topic and brings it to life with down-to-earth case studies and plenty of practical activities.

Who is it for?

Measurement professionals who produce critical reports on which major decisions are based.

Course outline:

  • The pitfalls of the most commonly used trending and fit tools for analysis
  • A practical introduction to control charts, specifically ImR/XmR charts, and their application to management reporting with plenty of worked examples
  • Two depth case-studies to apply XmR techniques

Duration

Six hours

Course capacity

12

or

Corporate KPI Tree workshop

Technical KPI Workshops

KPI Tree Masterclass

Summary

Choosing a small selection of meaningful KPIs can be difficult, time-consuming and very emotive. The KPI Tree approach, the ‘heart of the ROKS method’, was developed by Bernie to enable a structured, visual and repeatable method for developing a suite of KPIs that link directly and visually to your organisation’s strategic objectives.

In this workshop you are taken through the fundamental principles of KPI Trees, the ‘4Cs’ method for building them and the practicalities of building them.

Type of course

Mixture of theory and practice. Focus on practical skills and application throughout, using carefully graded case studies. Also includes custom-designed group exercises to reinforce the concepts.

Who is it for?

Performance measurement, BI, MI or CI professionals who need to:

  • Design and select KPIs
  • Facilitate others in creating KPIs
  • Link KPIs to strategic objectives

Course outline

  • The ROKS approach, and where KPI Trees fit
  • Getting your strategy ready for KPI selection
  • KPI Tree basics
  • Pitfalls and how to use the ’4Cs’ to break your objectives down.
  • Link types - which to use and how they can prevent a business catastrophe
  • Getting the KPI Tree levels right (with card game) - so you don’t go in circles
  • Multiple interactive examples, building up gradually in complexity
  • The practical tools and techniques for building your own KPI Trees - software and techniques
  • The opportunity to make a start on your own KPI Tree, with input from Bernie
  • Ten sample KPI Trees for reference and re-use (exclusive to this workshop)
  • How to ‘Shortlist’ KPIs generated using KPI Trees
  • How to build bullet-proof definitions for your final KPI selection
  • Setting up and running KPI Tree workshops in your organisation - practical guide and checklists

Duration

Full day

Course capacity

8

or

Close up of KPI Tree working printout

Performance Index Design

Summary

It is common to need to distil a complex organisational situation down to a simple message or score. Performance indexes are an effective way to achieve this goal, but they need to be built in a structured way to ensure they are reliable and trustworthy.

This course is based on the 7-step EPIK Design System, an approach specifically designed to guide you to robust, reliable and useful Performance Indexes as quickly as possible.

Type of course

Mixture of theory and practice. Focus on practical skills and application in second half of the workshop. Plenty of case study exercises to complete and keep as reference material when participants develop their own performance index KPIs.

Who is it for?

Analysts and management information professionals who need to...

  • Offer ‘at a glance’ insight of a complex situation
  • Develop index measures that are transparent and balanced
  • Implement performance indexes that are fully tested, documented and trusted

Course outline

  • Performance indexes - what they are and when to use them (and when not to!)
  • Features of a good performance index
  • Introduction to the EPIK Design System
  • Building team engagement for your performance index
  • Multiple, graded, exercises critiquing and designing performance indexes
  • Group-based review and critique of samples, or client-specific samples and action plan development

Course capacity

12

Duration

Six hours

or

Practical SMED execise demonstrating KPI cycle time reduction principles

Performance Measurement for Lean Six Sigma

Summary

Efficiency, productivity, capacity, utilisation and yield are key concepts in Lean Six Sigma deployments. Whilst the measures themselves are fairly simple to explain, applying them can be much more complicated. In this course Bernie takes the group through each of the core measures that will be needed, giving very practical advice on how to implement them successfully and the pitfalls to be avoided.

Type of course

A technical and practical course. The course is based on case studies and practical skills.

Who is it for?

Line managers and SMEs who need a deep understanding of operational measurement methods. Familiarity with Lean Six Sigma is an advantage, basic numeracy essential, but no specific technical knowledge is required.

Course outline

  • Process and labour efficiency (including OEE)
  • Bottleneck theory, hands-on simulation and the implications for process measurement
  • Measuring office-based process performance
  • Capacity and utilisation
  • Yield and waste measurement
  • Quality measure

Duration

Six hours

Course capacity

24

or

KPI Tree Masterclass, Frankfurt

The power of OKRs and KPI Trees

Summary

KPI Trees are the best way to choose your KPIs. OKRs are the powerful goal setting and measurement tool used by Google, Intel and the Gates Foundation. How do you harness the benefits of both to build logical KPIs and integrate OKRs into your business? They work together astonishingly well. This workshop shows you when to use each tool and how to integrate them.

Type of course

Mixture of theory and practice. Focus on practical skills and application throughout, using carefully graded case studies. Also includes custom-designed group exercises to reinforce the concepts.

The day is split into three sections: KPI Tree introduction, OKR introduction and, finally, integrating the methodologies for maximum benefit.

OKR Sample Graphic

Who is it for?

Managers or management information professionals looking to build a performance measurement and management system using both OKRs and KPI Trees. By the end of the day you will have a good grounding in both approaches and should be able to develop implementation plans for your organisation.

Course outline:

  • Introduction to KPI trees
  • KPI Tree basics
  • Using the ’4Cs’ to break your objectives down
  • Link types - which to use and how they can prevent a business catastrophe
  • Getting the KPI Tree levels right (with card game) - so you don’t go in circles
  • Multiple interactive examples, building up gradually in complexity
  • How to ‘Shortlist’ KPIs generated using KPI Trees
  • Introduction to OKRs
  • How OKRs were created
  • OKR principles (using plenty of examples)
  • Creating alignment
  • Case study OKR exercises
  • Practical implementation advice & OKR software tools
  • Turbo-charging your business by using OKRs and KPI Trees together
  • When to use each tool
  • How to combine them
  • How to get more than the sum-of-the-parts
  • Building a performance measurement & management system using both tools.

Duration

Full day

Course capacity

12

or

Bernie Smith speaking in Edinburgh

Engagement Workshops

Simple Effective Performance Measures

Summary

Introducing the basics of the Results Orientated KPI System to those that will be part of a roll-out of new, or improved, KPIs.

Type of course

Familiarisation, ‘Hearts and Minds’. Some theory, but with plenty of practical examples, exercises and some humour.

Who is it for?

Line managers and subject matter experts who need to understand the principles behind good KPIs

Course outline

  • Discussion of the problems with KPIs and Measures
  • Introduction to ROKS – the Results Orientated KPI System – and an overview of the steps
  • Practical exercises to reinforce the concepts and build engagement

Duration

Three hours

Course capacity

12

or

Room set for Bank KPI workshop session

Custom Workshops

Custom In-House Workshops

Every organisation is different. Often there are several programmes in flight at the same time, leading to a need to mesh things together.

If you need to integrate KPI training with an improvement programme, new ways of working or major organisational change, we can customise the training to meet your needs. As we own the rights to all of our methodology and materials, any level of customisation is possible.

If you would like any of material customising for your in-house needs, just get in touch to find out how we can help.

Hybrid Workshops

Hybrid workshops are sessions where excellent training is mixed in with the development of your organisation’s real-world KPIs. In these sessions, we replace the standard case studies with exercises that are directly relevant to your business. Not only does this increase the relevance of the sessions, but it also gives your team a flying start in the application of the ROKS tools and techniques. 

The hybrid approach leads to exceptional levels of participant engagement and rapid progress towards your KPI goals.

Every hybrid workshop is different, tailored to your specific needs. Get in touch to discuss how we can build a plan that is perfect for your needs.

Measurement Capability Mindmap

In-House Capability Development

Every organisation operates in a continually changing environment. Business environments evolve, staff come and go. The need for good quality measurement and analysis endures. A robust method for keeping your performance measurement activity on-track is to develop in-house training, delivery and audit capability for performance measurement.
We can provide the blueprint for building an in-house capability, the training needed to launch it and the external guidance and moderation to keep it on track and rigorous.
Once your in house team is up and running, self-certification in the ROKS approach is also possible.

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